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No matter how large or how modest, everyone has an estate. And estate planning simply makes sure that everything you own, and what you wish to have happen, when you're no longer able to do it yourself or when you pass away, is handled the way you want. We work with a team of estate planning experts and partner you with an estate planner to help you develop the best strategies so that your family won't be burdened by speculating on what you may have wanted.
Estate planning goals and objectives that you might consider include:
This will be a key theme throughout your estate planning efforts. It's important to get legal or tax advice and think through how each asset will pass to your beneficiaries, as well as your estate as a whole.
The estate planning attorney's role is to draft legal documents such as wills, trusts, and powers of attorney and provide legal advice. We have several relationships in Kissimmee, Windermere, Orlando, and throughout Central Florida.
The tax advisor or investment professional likely knows a lot about the estate owner's financial affairs and is a vital part of estate planning. They can help the attorney develop an estate plan consistent with the owner's goals.
The insurance agent guides estate planning and how much and what type of insurance should be considered to meet the estate owner's liquidity and survivor income needs. Life insurance can be used to preserve an estate (liquidity needs), and just as important, it can be used to create an estate (funding a special needs trust).
Our team of estate planners is here to help you design an estate plan that carries out your vision for distributing your wealth. While our estate planning is focused in Orlando, Kissimmee, Tampa, Winter Garden, Ocala, and throughout Florida we have the relationships and resources to help outside this area as well.
Roger Fishel Financial
Orlando, Tampa, Ocala, Kissimmee, Winter Garden, Lakeland, and all of Florida and Beyond
Financial Advisors in Orlando | Tampa | Lakeland